Golden State Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,106 shares of VLUE stock, worth $227,911. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,106
Previous 3,026 30.4%
Holding current value
$227,911
Previous $316,000 70295.25%
% of portfolio
0.03%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$104.01 - $115.38 $95,689 - $106,149
-920 Reduced 30.4%
2,106 $222 Million
Q1 2022

May 19, 2022
SELL
$100.54 - $114.92 $7,037 - $8,044
-70 Reduced 2.26%
3,026 $316,000
Q1 2022

May 16, 2022
SELL
$100.54 - $114.92 $144,978 - $165,714
-1,442 Reduced 31.78%
3,096 $317,000
Q4 2021

Feb 14, 2022
BUY
$101.38 - $109.77 $136,761 - $148,079
1,349 Added 42.3%
4,538 $497,000
Q3 2021

Nov 15, 2021
BUY
$100.55 - $106.33 $703 - $744
7 Added 0.22%
3,189 $321,000
Q2 2021

Aug 12, 2021
BUY
$102.28 - $108.72 $8,796 - $9,349
86 Added 2.78%
3,182 $334,000
Q1 2021

May 14, 2021
SELL
$86.14 - $104.49 $95,443 - $115,774
-1,108 Reduced 26.36%
3,096 $317,000
Q4 2020

Jan 28, 2021
BUY
$71.94 - $88.81 $132,081 - $163,055
1,836 Added 77.53%
4,204 $365,000
Q3 2020

Nov 12, 2020
SELL
$70.37 - $77.32 $113,999 - $125,258
-1,620 Reduced 40.62%
2,368 $175,000
Q2 2020

Aug 11, 2020
BUY
$59.26 - $80.55 $195,143 - $265,251
3,293 Added 473.81%
3,988 $288,000
Q1 2020

Apr 17, 2020
BUY
$55.33 - $91.41 $38,454 - $63,529
695 New
695 $44,000

Others Institutions Holding VLUE

# of Institutions
468
Shares Held
51.5M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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